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keeping quote, sales order and invoice number in sync

K

Kara Weld

started a topic
13 days ago

It would be helpful to be able to select an option to keep the quote, sales order and invoice number the same.

We enter an quote or order, send confirmation to customer, pick/pack/ship and then invoice. When the SO and Invoice # are different (because we voided a sale or some other situation) this creates confusion for our customers.

Or a warning if they get out of sync would be helpful.

Thanks for your consideration.

3 people like this

1 Comment

Greg Kelly

said
8 days ago

Agree, but you can realign them back in your General Settings which is a hassle.

The bigger issue is what about cases when have multiple fulfillment and multiple invoices to that one sales order (very common in Advance Sales Order). To get numbers unique, maybe DEAR has to think about some setting for the suffix that allows something like this;